Clay Norris

@claynorris

16 published takesReturn since start

Token Factory Suppliers
RDDT · OKTA · SPGI +14Practice
+7.5%
since Sep 30
K-Shape Coping Economy
ABBV · LLY · META +18Practice
+5.0%
since Sep 30
Attention Basin Repricing
DASH · APP · UBER +14Practice
+4.9%
since Oct 1
Long Scarce Assets
RACE · FWONK · WMG +10Practice
+2.9%
since Oct 5
Elite Revenue-Per-Employee Leaders
NVDA · META · NFLX +15Practice
+1.0%
since Sep 30
Mag 7, Tilted
AAPL · META · GOOGL +4Practice
−1.0%
since Sep 30
Never About the Software
SCHW · V · MS +10Practice
−1.5%
since Oct 5
Agentic Autonomy Worldview
NET · MSFT · NVDA +18Practice
−3.8%
since Oct 1
Software 3.0 Picks and Shovels
MSFT · NET · NVDA +16Practice
−4.3%
since Sep 30
Material Intelligence Suppliers
SONY · ON · ADI +16Practice
−6.5%
since Sep 30
Application ASI, Three Layers
META · GOOGL · NVDA +14Practice
−6.6%
since Sep 30
Long Elon, Whole Ecosystem
TSLA · SPCX · NVDA +12Practice
−8.2%
since Sep 30
Consumption Beats Seats
DDOG · SNOW · NET +13Practice
−8.3%
since Sep 30
Data Centers to Orbit
NVDA · SPCX · CCJ +14Practice
−9.1%
since Sep 30
Open Agent Economy
NVDA · AMD · TSM +17Practice
−10.5%
since Sep 30
Intelligence Revolution Data Center Stack
VRT · ETN · MOD +18Practice
−10.7%
since Sep 30